Get '.dl - California State Board Of Equalization - State Of California

This guide provides a detailed, user-friendly walkthrough for filling out the .dl form from the California State Board of Equalization. Whether you are new to this process or just need a refresher, these instructions will assist you in completing the form accurately and effectively.

Follow the steps to complete the form successfully.

1. Click ‘Get Form’ button to obtain the .dl form.
2. Fill in the name of your organization and your Board of Equalization Organizational Clearance Certificate (OCC) number. Ensure your corporation ID number along with your mailing address is accurately entered.
3. Indicate the accounting period (calendar year or fiscal year-ending) and proceed to calculate the organization's operating revenues. State the amount of operating revenues for each specified year, exclusive of gifts, endowments, and grants-in-aid.
4. Document the operating expenses for the stated years including depreciation and amortization amounts. Make sure that these figures reflect only those of the organization holding the clearance certificate.
5. Determine if the organization’s operating revenues exceed operating expenses by 10% or more. If applicable, enter the calculated surplus revenues.
6. Report the organization’s non-operating revenues and expenses for each year.
7. Attach certified/audited financial statements for the last four fiscal or calendar years as well as copies of IRS Form 990 for the same period.
8. If surplus revenues were recorded, indicate how these were used, for instance, for debt retirement or facility expansion.
9. Outline any major plant or facility expansion projects, including their timeline and scope.
10. Compile a list of properties claiming welfare exemption, providing details such as address, county, and Assessor’s Parcel Number.
11. Confirm whether the organization has a charity care policy, and provide respective documentation if applicable. Describe community benefit plans if they exist.
12. Fill out medical care provisions detailing services rendered to Medicare, Medi-Cal, or county indigent program recipients along with contractual adjustments and costs.
13. Identify any types of discounted payments received from patients and report accordingly.
14. Provide details about bad debts and the organization's debt collection policy, including whether collection services are employed.
15. List any joint ventures and assistance provided to unrelated nonprofit entities serving lower-income patients.
16. Attach an organizational chart that defines all related legal entities.
17. Report on outpatient clinics owned and operated by the organization that may receive the welfare exemption.
18. Lastly, indicate total executive compensation for the three highest-paid executives, detailing the components per IRS Form 990.
19. Review all the entered information for accuracy and completeness.
20. Once completed, save the changes, download, print, or share the form as needed.

Complete the .dl form online to ensure you meet compliance requirements effortlessly.